Paul Zarling

Employer firm

Client First Investment Management LLC CRD 282600

$272M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CONSULTING SERVICES, ASSET ALLOCATION AND INVESTMENT SELECTION TO PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → Present
  Client First Investment Management Llc
  West Bend, WI
• 12/2015 → Present
  Client First Tax Services Llc
  West Bend, WI
• 12/2015 → Present
  Adaptiv Charts Llc (Fka 360 Investment Research Llc)
  West Bend, WI
• 12/2015 → Present
  Client First Insurance Services, Llc
  West Bend, WI
• 12/2015 → Present
  Rock Point Partners
  West Bend, WI

Other Businesses

12/2015 - Present - Managing Member of Client First Insurance Services LLC, a licensed Insurance Agency. 12/2015 - Present - Managing Member of Client First Tax Services LLC, a tax preparation firm. 12/2015 - Present - Managing Member of 360 Investment Research LLC, a subscription based investment research newsletter.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-16